Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Market Commentary: Monthly Bulletin April 2022

May 3, 2022
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Bonds versus shares: Finding the “right” asset allocation for your clients’ ISAs

April 12, 2022
In the current economic climate, investment can be one way to see inflation-beating returns aligned to individual goals but asset allocation is key. Here’s why. Read more

Why new “no blame” divorce laws could undermine pension sharing on divorce

April 12, 2022
Changes to divorce laws in England came into effect in April 2022. But could the changes undermine pension sharing and see your female clients worse off? Read more

Revealed: Why your business needs to raise its alert level on SME scams

April 4, 2022
Scams are on the rise, with UK Finance reporting that SME scams cost businesses £59 million during the first half of 2021. Read how to keep your business safe Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey